IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.04M
3
+$6.84M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$5.77M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.22M

Top Sells

1
+$22M
2
+$9.56M
3
+$9.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.83M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.83M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$72.9K ﹤0.01%
1,760
+803
1552
$72.8K ﹤0.01%
1,063
+984
1553
$72.7K ﹤0.01%
158
+46
1554
$72.6K ﹤0.01%
406
+27
1555
$72.4K ﹤0.01%
1,416
-59
1556
$72.3K ﹤0.01%
1,433
+444
1557
$71.9K ﹤0.01%
+2,700
1558
$71.9K ﹤0.01%
2,563
-191
1559
$71.8K ﹤0.01%
912
-84
1560
$71.3K ﹤0.01%
1,728
-164
1561
$71.2K ﹤0.01%
2,780
-2,919
1562
$71.1K ﹤0.01%
6,326
1563
$70.9K ﹤0.01%
817
+694
1564
$70.5K ﹤0.01%
55
-50
1565
$70.4K ﹤0.01%
795
+212
1566
$70.3K ﹤0.01%
981
1567
$70.2K ﹤0.01%
1,726
+53
1568
$70K ﹤0.01%
975
+675
1569
$69.5K ﹤0.01%
1,958
1570
$69.4K ﹤0.01%
560
+28
1571
$69.1K ﹤0.01%
+1,505
1572
$69.1K ﹤0.01%
1,656
-17
1573
$69K ﹤0.01%
3,813
1574
$68.5K ﹤0.01%
25,000
1575
$68.5K ﹤0.01%
873
61 62
63
64 65